How-to
Find out how to do key tasks in the Arbor MIS
Getting Started with Arbor
- How Do I Login to my School?
- What is on the main Arbor Dashboard?
- Attainment on the Arbor Dashboard
- Using Arbor's master search
- How do I view My Classes?
- What is My Communications?
Activities - Clubs and Trips
- Setting up a Club
- Setting up a Trip
- Creating separate Trip Consents
- How can I set up club and Trip Pricing and Payments?
- How do I send Emails to Guardians from a Club or Trip?
- How can children be signed up as Provisional Club Members?
Admin
- How can I help other staff members log in to Arbor?
- How can I edit Password Rules for Arbor?
- How do I add staff email addresses in bulk?
- How do I use the Data Quality Dashboard?
- How do I upload photos in bulk?
- How can I add or edit my school's logo?
Applicants
Assessments - Summative
- School Assessment Measures
- Arbor Summative Assessment Framework - Overview
- Setting up and managing your assessments
- How do I set up a Summative Assessment?
- Copying Assessments to Future or Past Years
- Exporting and Importing assessment templates between schools
Assessments - Formative
- How do I set up a Curriculum Tracking Assessment?
- How do I set Curriculum Expectations?
- How should I choose a curriculum?
- How should I choose a marking scale for my curriculum?
- How do I enter marks in Curriculum Tracking?
- How can I analyse Curriculum Tracking results using the Analysis Overview page?
Assessments - DfE
- How Key Stage 1 and Key Stage 2 assessments work in Arbor
- How do I set up standardised assessments?
- How do I input marks to standardised assessments?
- Importing KS2 results using a CTF
- How do I set up P Scale Mark sheets and input marks?
- How do I export DfE Assessment Results?
Attendance
- What are Roll Call Times and how do I set them up?
- What is the Daily Attendance Dashboard?
- How do I print an Emergency Evacuation Register?
- How should a Teacher take attendance?
- How can a member of the Admin team take attendance?
- How can I manage my lesson from the Lesson Dashboard Overview?
Behaviour
- How do I set up Behaviour Types?
- How do I set up Behaviour Points?
- Setting up Behaviour workflows
- How do I set up and log Physical interventions?
- How do I set up Detentions?
- How do I set up Internal Exclusions?
Census
- On-the-day Errors
- Most Common School Census Error Codes
- How do I resolve errors regarding Childcare places?
- Free School Meal Errors (1741, 1761, 1762, 1763, 1766, 1767, 1768)
- UPN/ ULN Errors (1500, 1510, 1520, 1530, 1540, 1550, 1570, 1573, 1575, 1578)
- Funded Hours and 30 hours codes - Errors 3130, 3100, 1852 and 1855
Workforce Census
- How do I exclude staff and contracts from the Workforce Census?
- SWF Census - Query 4100Q
- SWF Census - Query 4160Q
- SWF Census - Error 4190
- SWF Census - Error 4220
- SWF Census - Error 4310
Communications
- How do I edit who are Permitted Senders of Communications?
- How can I view sent and received Communications?
- How do I send an email from the Communications Dashboard?
- How can I see a log of all Emails sent?
- How do I send an SMS from the Communications Dashboard?
- How can see a log of all SMS sent?
Custom Report Writer
- Custom Report Writer Templates
- What's on the Custom Report Writer All Reports page?
- How do I create a report in Custom Report Writer?
- How do I view, edit or schedule a report?
- Custom Report Writer Permissions
- GLD Calculations in Custom Report Writer
Data Management
Demographics Reports
- How can I see all my Child Protection Students?
- How do I see students grouped by Child Protection Status?
- How can I see a list of students who are a particular age?
- How can I see all my Early Years Pupil Premium Recipients?
- How do I see all my Ever 6 Free School Meals Children?
- How do I see all my Ever 6 Service Children?
Enrolment
- How Do I Complete The New Academic Year Set Up?
- How can I amend my Academic Calendar?
- Bulk enrolment into courses/classes
- Student enrolment
- How do I automatically enrol students into courses using Teaching Groups?
- How do Automatically Enrol students into Courses and Classes?
Examinations
- How do I schedule candidates for exams?
- How do I remove awards or units from my Qualification Offering?
- How do I submit candidate entries to the awarding bodies?
- How do I set up exam rooms?
- How do I assign candidates to and remove candidates from exam seats?
- How do I see and resolve exam clashes?
Group MIS
HR, Contracts and Salaries
- How do I add and manage staff Probations?
- HR Admin - Steps To Update Staff Contracts, Pay Scales and Allowances
- HR Admin - Allowances
- HR Admin - Checks
- HR Admin - Staff Contracts
- HR Admin - Pay Scales
Interserve Guide
- How do I bulk edit marks?
- How can I add teaching groups to courses?
- How do I transfer multiple students to another Programme or Instance?
- How to disable a staff members access into Arbor
- How can I send logins to a new staff member?
- How can I reset a staff members password?
Interventions
- What are Interventions?
- How do I create an Intervention from the Intervention Dashboard?
- How do I add student strategies?
- How do I use Intervention Categories?
- How can I edit an Intervention?
- How do I set up and schedule sessions for Intervention Groups?
Insight
- What is Arbor Insight's Data Protection Policy?
- Financial Benchmarking Reports
- Gap Reports
- Attainment & Progress Report
- Ofsted Readiness Report
- How to purchase reports
Managing School Structure, Courses and Timetables
- Managing school, student and staff timetables at a glance
- How to set up Courses, Classes and Lessons
- How do I set up and link staff to Faculties?
- How do I set up and link staff and courses to Departments?
- Editing a course timetable manually
- Moving a module to a different parent course
Meals & Meal Payments
- Setting Up Meals - A step by step guide
- Meals Daily Summary Page
- What time are dinner money payments taken out of a students fund / are invoiced in Arbor?
- Meals Timetable
- How can I manage Meal Balances and Meal Payments?
- Meal Reports
Medical & Linked Organisations
Parent Portal and the Arbor App Admin
- Introduction to the Arbor App
- Switching on Parent Portal
- Parent Portal and Arbor App Settings
- Why can’t my parents log into the Arbor App?
- Sending and resending login details to Guardians
- How do I update a parent's details?
Parent Portal and the Arbor App as a parent
- The Arbor App Usage Guide For Guardians
- The Arbor Parent Portal quick introduction
- Why can't I log in to my school's Parent Portal or Arbor App?
- Student Profile Overview
- Signing my child up for a Club on the Parent Portal
- Signing my child up for a Trip on the Parent Portal
Partners and Integrations
- API Users management process (CPOMS, Wonde, Inventry etc.)
- Integration with Hodder
- New ParentPay Process
- How do I integrate with Atomwide / LGFL?
- School Comms/School Gateway Integration
- Local Authority Report - Capita One Export (B2B Open Student Export)
Payments
- Why do I need to verify my identity to use card payments in Arbor?
- Setting up a new Customer Account Type
- Reviewing Balances & Adding Top Ups
- Reviewing and Cancelling Invoices
- Refunding payments
- Cancelling Top Ups
Report Cards
Roles and Permissions
- What are Roles and Permissions in Arbor?
- How do I view and add Permissions to Business Roles in Arbor?
- Adding a Business Role to a member of staff
- How to view all Permissions in Arbor
- How to add an Ad- Hoc permission for a member of staff
- How to check a user's permissions
Staff
- How do I check and update Staff Details?
- My Classes
- My Calendar
- Browse Staff
- How do I Add a New Staff Member and create a new staff profile?
- Adding, amending and deleting information from staff profiles
Staff Development
- Using Observations
- How do I set up Observations?
- How do I record an observation?
- How can I view and analyse observations?
- How can I manage Staff Development in Arbor by adding objectives and appraisals?
- How can I edit or delete objectives and appraisals?
Staff Cover
Students
- Downloading a Student List
- How can I Browse Students and see Joiners, Leavers and Birthdays?
- How do I view a student profile in Arbor?
- What information can I view and edit on the Student Profile?
- What can I access from the left hand menu in the student profile?
- Pupil Premium and Pupil Premium Recipients